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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,311 | $162,136-88.1% | $152,301-87.3% | $154,746-87.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.54% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,867 | $4,890-61.8% | $4,624-59.6% | $4,379-57.4% |
| Participant deferral / active EE | $5,777 | $8,341-30.7% | $8,004-27.8% | $6,730-14.2% |
| Admin fee / account holder | $6,161 | $15,759-60.9% | $14,398-57.2% | $14,365-57.1% |